In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not a business specialist. He gives sales and product tips on business insurance that delivers exceptional value to business clients. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice. He explains why a values-based approach is the strongest sales approach for your practice. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or unwieldy. He suggests crafting an “expert identity statement”, and explains how to cut to the quick with a direct description that puts your goals and target market in the clearest possible light. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling presentations for clients. He spoke at the TMX Broadcast Centre in Toronto.
In part four of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains that everyone is in sales — even those who think they are not. Ruta asserts that selling is simply professional persuasion — also known as good advice. He spoke at the TMX Broadcast Centre in Toronto.
In part three of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, outlines the benefits of ensuring your title describes precisely what you do — including the benefits of increased buy-in, credibility and referrals. He spoke at the TMX Broadcast Centre in Toronto.
In part two of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to generate referrals with your delivery process. He gives pragmatic tips on making the delivery process part of building your success. Rut spoke at the TMX Broadcast Centre in Toronto.
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used and exchanged today. He explains five key tips to make modern business cards effective strategies in world of social media and rapid-fire information. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part ten of the IE original series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, explains that life insurance integrates into the financial planning process but is not contingent upon it. Ruta explains that offering life insurance as a product sale can make the process simpler and more accessible to clients. Ruta spoke at the TMX Broadcast Centre in Toronto.
In part nine of a 10-part series, Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains that in providing clients several “options” advisors may miss the opportunity to give clients what they most need — professional advice. He explains how to get around the “options” trap and ensure that you are indispensable to your clients. Ruta spoke at the TMX Broadcast Centre in Toronto.